Summerset Group Holdings Limited · NZX:SUM
Summerset — Investor Day (May 2026)
40 slides from Summerset's investor day presentation, May 4, 2026
Slide 1: Investor Day Presentation NZX & ASX Release
Summerset Group Holdings Limited Level 27 Majestic Centre, 100 Willis St, Wellington PO Box 5187, Wellington 6140 Phone: 04 894 7320 | Fax: 04 894 7319 Website: www.summerset.co.nz NZX & ASX RELEASE 4 May 2026 SUMMERSET GROUP HOLDINGS INVESTOR DAY PRESENTATION Summerset Group Holdings has released i
Slide 2: About Summerset and Media Contacts
Summerset’s presentation also referenced the levers the company has in place should economic conditions deteriorate and impact the company’s sales in the long-term. “We have a number of options to protect our balance sheet, but currently we’re not seeing any significant change. We’re staying flexibl
Slide 3: Growing sustainable value over the long term
For personal use only Growing sustainable value over the long term Summerset Group Holdings Limited Australian Investor Day 1 May 2026 $234.2m $13.75 $9.2b 9,500+ Underlying profit NTA per share Total assets Residents Summerset builds, owns and operates retirement villages and aged care centres acro
Slide 4: Disclaimer
Disclaimer ▪ This presentation contains certain forward -looking statements with respect to a variety of items. All of these forward -looking For personal use only statements are based on estimates, projections and assumptions made by Summerset about circumstances and events that have not yet occurr
Slide 5: Agenda
Agenda CEO welcome Australia Business Update Australia Sales Update Agenda For personal use only Time Details Speaker Locations 8:30am Bus tour departing from Summerset, 412 St Kilda Road for Cranbourne North 9:15am Cranbourne North village and main building tour Scott Scoullar 10:30am CEO address C
Slide 6: Our speakers today
Agenda CEO welcome Australia Business Update Australia Sales Update Our speakers today Presentations from key members of our leadership team For personal use only 4 Scott Scoullar Stewart Scott Riet Bersma -Rees Chief Executive Officer Chief Operating Officer Head of Sales Australia Australia
Slide 7: CEO welcome
Main building, Summerset Cranbourne North, Melbourne, Victoria For personal use only 01 CEO welcome Scott Scoullar 5
Slide 8: Most trusted and considered brand
Agenda CEO welcome Australia Business Update Australia Sales Update Most trusted and considered brand Summerset has a strong and trusted brand across a range of proof points For personal use only 6
Slide 9: CEO update: positive early FY26 trading
Agenda CEO welcome Australia Business Update Australia Sales Update CEO update Positive early FY26 trading provides a solid platform for the year For personal use only Performance update ▪ Q1 2026 new sales up 34% , resales up 19% vs Q1 2025 ▪ March: 3rd highest enquiry month ever; Q1 the largest qu
Slide 10: Proactively managing headwinds as sentiment turns cautious
Agenda CEO welcome Australia Business Update Australia Sales Update CEO update Proactively managing headwinds as sentiment turns more cautious For personal use only External volatility & outlook ▪ Actively managing fuel -cost exposure and shifting economic outlook ▪ Proven leadership through prior d
Slide 11: Response to a further deterioration in economic outlook
Agenda CEO welcome Australia Business Update Australia Sales Update Response to a further deterioration in economic outlook Summerset retains significant flexibility within its business plan should the economy slow in FY26 For personal use only Defer new sites Defer new sites Dispose of land Slow bu
Slide 12: Balance sheet discipline drives decisions
Agenda CEO welcome Australia Business Update Australia Sales Update CEO update Balance sheet discipline drives decisions; business well positioned For personal use only Why we are resilient ▪ Proven framework and business model for sustainable long -term growth ▪ Focused on long -term strength with
Slide 13: Australian business update
Main building, Summerset Cranbourne North, Melbourne, Victoria For personal use only 02 Australian business update Stewart Scott 11
Slide 14: Australia business update: Stewart Scott
Agenda CEO welcome Australia Business Update Australia Sales Update Australia business update Stewart Scott | Chief Operating Officer - Australia For personal use only ▪ Leads Summerset’s activities in Australia ▪ Joined Summerset in 2020 ▪ 30 years experience across development and operations ▪ 20
Slide 15: Key takeaways from today
Agenda CEO welcome Australia Business Update Australia Sales Update Key takeaways from today Summerset is a compounding asset business – one that turns structural demographic tailwinds into perpetual, and sustainable growth across New Zealand and Australia For personal use only Summerset in Australi
Slide 16: Australian leadership team
Agenda CEO welcome Australia Business Update Australia Sales Update Australian leadership team Experienced leadership team delivering the “Best of Life” For personal use only 14 Greg Fifield Mel Parry Bryce Laricchia Paul Fairbrother Riet Bersma -Rees Jocelyn Small Senior Acquisitions Head of Design
Slide 17: Summerset in Australia: who we are
Agenda CEO welcome Australia Business Update Australia Sales Update Summerset in Australia Who we are For personal use only ▪ Summerset builds and owns integrated retirement villages in Australia and New Zealand ▪ We focus on broad acre, easily stageable village development ▪ Residents generally ent
Slide 18: Long term focus supported by demographic tailwinds
Agenda CEO welcome Australia Business Update Australia Sales Update Summerset in Australia Summerset focuses on the long term, supported by strong demographic tailwinds For personal use only Summerset build rate Australia 75+ population 1,000 1.6m 1.4m 800 1.2m 1.0m 600 0.8m 16 400 0.6m 0.4m 200 0.2
Slide 19: Our pathway to date
Agenda CEO welcome Australia Business Update Australia Sales Update Our pathway to date Footprint now across eight sites with four in construction and two villages delivering units For personal use only Cranbourne North site acquisition Chirnside Park site acquisition Oakleigh South site acquisition
Slide 20: Growth in footprint
Agenda CEO welcome Australia Business Update Australia Sales Update Growth in footprint Pipeline to enable a stabilised build rate of 300 units per annum over the medium term For personal use only ▪ Maintaining our disciplined approach to land acquisition ▪ Land pipeline of over 2,300 units in Victo
Slide 21: Build rate
Agenda CEO welcome Australia Business Update Australia Sales Update Build rate Steady growth in build rate as one village added each year - scale reached by 2027 as portfolio grows to over 500 units For personal use only Australia build rate Australia portfolio 400 800 700 300 600 500 200 400 19 300
Slide 22: Product and Planning
Agenda CEO welcome Australia Business Update Australia Sales Update Product and Planning We continue to tailor and improve our product and service offering for the local market For personal use only ▪ Australian villages designed to their environment ▪ Australian based design team lead product devel
Slide 23: Delivery
Agenda CEO welcome Australia Business Update Australia Sales Update Delivery Growing scale and maturity providing confidence in construction pathway For personal use only Village open Units delivered Construction Construction Cranbourne North Chirnside Park Oakleigh South Torquay • First Australian
Slide 24: Cranbourne North
Agenda CEO welcome Australia Business Update Australia Sales Update Cranbourne North Main building now open with village filling well For personal use only 22 161 independent homes and 72 bed aged care home Cranbourne North 33 assisted living apartments once complete Care centre fully accredited and
Slide 25: Cranbourne North fit out
Agenda CEO welcome Australia Business Update Australia Sales Update Cranbourne North High quality fit out designed to showcase Summerset in Victoria to new audience For personal use only 23
Slide 26: Chirnside Park
Agenda CEO welcome Australia Business Update Australia Sales Update Chirnside Park Construction underway, first units delivered and village to open in Q3 2026 For personal use only 24 185 independent homes and Chirnside Park 28 assisted living apartments once complete 80 bed aged care home First 10
Slide 27: Chirnside Park village design
Agenda CEO welcome Australia Business Update Australia Sales Update Chirnside Park Village design seeks to optimise the sloping nature of the site and views available For personal use only 25
Slide 28: Oakleigh South
Agenda CEO welcome Australia Business Update Australia Sales Update Oakleigh South Construction underway, with the first units to be delivered in 2027 For personal use only 26 Oakleigh South 100 independent homes units once complete 66 bed aged care home Construction commenced in Q4 2025
Slide 29: Oakleigh South design
Agenda CEO welcome Australia Business Update Australia Sales Update Oakleigh South Contemporary design matching expectations of local catchment For personal use only 27
Slide 30: Torquay
Agenda CEO welcome Australia Business Update Australia Sales Update Torquay Civil construction is underway, with the first villas targeting delivery in late 2027 For personal use only 28 215 independent homes and Torquay 34 assisted living apartments once complete 72 bed aged care home First site un
Slide 31: Torquay coastal design
Agenda CEO welcome Australia Business Update Australia Sales Update Torquay Village to adopt a more coastal design aesthetic in keeping with surrounding environment For personal use only 29
Slide 32: Future state: construction self performance
Agenda CEO welcome Australia Business Update Australia Sales Update Future state Committed to introducing construction self performance in Victoria For personal use only ▪ Initiated programme for self performance of both construction and procurement in Victoria ▪ Expect there to be significant cost
Slide 33: Village operations
Agenda CEO welcome Australia Business Update Australia Sales Update Village operations Summerset’s first aged care home and assisted living units now delivered and selling For personal use only ▪ Summerset’s retirement village operations commenced in Q1 2024 ▪ Our second village at Chirnside Park is
Slide 34: Sales
For personal use only 03 Sales Riet Bersma-Rees 32
Slide 35: Australia sales update: Riet Bersma-Rees
Agenda CEO welcome Australia Business Update Australia Sales Update Australia sales update Riet Bersma -Rees | Head of Sales Australia For personal use only ▪ Joined Summerset in 2018, as Group Sales Manager Auckland ▪ Held Summerset’s Acting Chief Sales Officer role ▪ Moved to Melbourne in 2024, es
Slide 36: Key themes for 2026
Agenda CEO welcome Australia Business Update Australia Sales Update Key themes for 2026 Opportunity to take advantage of large catchments and lifting engagement in RV living For personal use only Market tailwinds driving demand Preselling earlier in the development cycle • Retirement living demand u
Slide 37: Sales pipeline and database
Agenda CEO welcome Australia Business Update Australia Sales Update Sales pipeline and database Measuring what matters – seeing good lift in sales rates and enquiry For personal use only Australian enquiry levels (quarterly) Australian sales contracts (quarterly) 600 25 500 20 400 15 300 35 10 200 1
Slide 38: Key village dates
Agenda CEO welcome Australia Business Update Australia Sales Update Key village dates Upcoming s ales activation milestones For personal use only 36 Chirnside Park Oakleigh South Torquay • First residents move in – August 2026 • Village sales suite and experience • Village sales suite and experience
Slide 39: Key themes in 2026
Agenda CEO welcome Australia Business Update Australia Sales Update Key themes in 2026 Emphasis on building brand and engagement with current and future residents For personal use only 37 Resident Brand Team • Deliver high impact open days and • Expand market presence ahead of • Drive strong sales a
Slide 40: Ngā mihi
For personal use only Ngā mihi Summerset Group Holdings Limited May 2026 38